The new Q1 2022 issue of our newsletter was just released: see what stocks top hedge funds have been buying and selling in the Q1 volatility. Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q1 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves: Recent performance numbers, excerpts from letters, summaries of...| market folly
The new Q4 issue of our newsletter was just released: see what stocks top hedge funds have been buying, selling & why. Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q4 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves: Recent performance numbers, excerpts from letters, summaries of recent appearances, an...| market folly
The new Q3 issue of our quarterly newsletter was just released today: see what stocks top hedge funds were buying, selling and why. Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q3 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves: excerpts from letters, summaries of recent conference/media appearances, ...| market folly
The new Q2 issue of our quarterly newsletter was just released today: see what stocks top hedge funds were buying, selling and why. Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q2 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves - New consensus buy / sell lists of the most popular stocks - Investment t...| market folly
A new issue of our quarterly newsletter was just released and covers a volatile Q1: see what stocks top hedge funds were buying and selling. Subscribers please login at www.hedgefundwisdom.com to download it. New Q1 Issue Includes: - Updates the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves: Q1 performance numbers, excerpts from letters, recent conference a...| market folly
The new Q4 issue of our hedge fund newsletter was just released today. Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q4 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Dan Loeb, Chase Coleman & more (full list here) - Commentary on each fund's moves: Quotes from recent appearances and hedge fund letters, performance numbers when available, occasional short positions, and m...| market folly
It's been a while since we posted a recommended reading list, so here's some ideas as well as recent recommendations from prominent hedge fund managers. Recommended Reading for the Holidays 2020 Quality Investing: Owning the Best Companies for the Long Term by Lawrence Cunningham, Torkell T Eide & Patrick Hargreaves - Dan Loeb (Third Point) recently recommended this book in a quarterly letter No Rules Rules: Netflix and the Culture of Reinvention by Reed Hastings - Another recommendation f...| market folly
The new Q3 issue of our hedge fund newsletter was just released today. Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q3 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Dan Loeb, Chase Coleman & more (full list here) - Commentary on each fund's moves: Quotes from recent conference talks and hedge fund letters, performance numbers, occasional short positions, and more - New ...| market folly
The U.S. Securities and Exchange Commission (SEC) has proposed amendments to 13F filings. Currently, investment managers with holdings of US securities totaling $100 million or more are required to file a 13F each quarter. The proposal seeks to increase that level 35x to managers holding $3.5 billion or more. The result? A 90% reduction in the number of 13Fs filed. This would reduce the number of hedge funds that file from 800 down to less than 100. It would decrease total filers fr...| market folly
The new Q2 issue of our hedge fund newsletter is now available. Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q2 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Dan Loeb, Chase Coleman & more (full list here) - Commentary on each fund's moves: Excerpts from hedge fund letters, performance numbers, occasional short positions, and more - New consensus buy / sell lists: Most ...| market folly
The new Q1 issue of our hedge fund newsletter is now available. This portfolio snapshot coincides directly with the pandemic market sell-off, which means this is a chance to see what stocks top investors have long had on their watchlists that they finally got a chance to buy due to the volatility. Subscribers please login at www.hedgefundwisdom.com to download it. New Q1 Issue Includes: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmi...| market folly
The new Q4 issue of our hedge fund newsletter is now available. It reveals the latest portfolios of 25 top hedge funds and also features summaries of 2 stocks that Dr. Michael Burry (of The Big Short fame) has been buying. Subscribers please login at www.hedgefundwisdom.com to download it. Featured in the New Q4 Issue - Investment thesis summaries of 2 stocks that value investor Dr. Michael Burry (of The Big Short fame) has been buying. Quickly get up to speed on the situations - Reveals ...| market folly
See what stocks top hedge funds are investing in. Coverage of SEC filings (13D, 13G, 13F, Form 4), hedge fund letters & buyside conferences| www.marketfolly.com